Amica Retiree Medical Trust’s UDR UDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,965
| Closed | -$174K | – | 142 |
|
2021
Q1 | $174K | Sell |
3,965
-1,113
| -22% | -$48.8K | 0.12% | 146 |
|
2020
Q4 | $195K | Hold |
5,078
| – | – | 0.14% | 146 |
|
2020
Q3 | $166K | Hold |
5,078
| – | – | 0.13% | 143 |
|
2020
Q2 | $190K | Hold |
5,078
| – | – | 0.15% | 162 |
|
2020
Q1 | $186K | Hold |
5,078
| – | – | 0.17% | 177 |
|
2019
Q4 | $237K | Buy |
+5,078
| New | +$237K | 0.18% | 183 |
|
2019
Q2 | – | Sell |
-5,188
| Closed | -$236K | – | 397 |
|
2019
Q1 | $236K | Hold |
5,188
| – | – | 0.21% | 148 |
|
2018
Q4 | $206K | Buy |
+5,188
| New | +$206K | 0.2% | 150 |
|
2018
Q3 | – | Sell |
-2,631
| Closed | -$99K | – | 351 |
|
2018
Q2 | $99K | Sell |
2,631
-10,506
| -80% | -$395K | 0.09% | 247 |
|
2018
Q1 | $468K | Buy |
13,137
+2,707
| +26% | +$96.4K | 0.41% | 69 |
|
2017
Q4 | $402K | Hold |
10,430
| – | – | 0.3% | 97 |
|
2017
Q3 | $397K | Sell |
10,430
-1,806
| -15% | -$68.7K | 0.31% | 94 |
|
2017
Q2 | $477K | Buy |
+12,236
| New | +$477K | 0.39% | 83 |
|
2014
Q3 | – | Sell |
-4,836
| Closed | -$138K | – | 389 |
|
2014
Q2 | $138K | Hold |
4,836
| – | – | 0.11% | 204 |
|
2014
Q1 | $125K | Hold |
4,836
| – | – | 0.11% | 209 |
|
2013
Q4 | $113K | Buy |
+4,836
| New | +$113K | 0.1% | 218 |
|